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Workday (WDAY)
NASDAQ:WDAY
Earnings Data
Report Date
May 21, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
2.52Last Year’s EPS
2.23Same Quarter Last Year
Moderate Buy
Based on 32 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive operating and financial performance with strong revenue growth, high retention, robust cash generation and notable AI product momentum (1.7B AI actions, >$400M ARR in emerging AI solutions). Management signaled substantive investments in agentic AI (Sana GA, organic agents, Flex Credits) to reaccelerate growth, and engineering productivity gains were highlighted. Near-term headwinds include a conservative FY '27 guide, the removal of a DIA one-time boost impacting Q1, elongated large-deal timing in certain markets, and a deliberate margin tradeoff as the company accelerates AI investments. Overall, the positives — particularly AI traction, strong cash flow and healthy retention — outweigh the lowlights tied mainly to timing and near-term guidance conservatism.Company Guidance
Strong Subscription and Total Revenue Growth
Q4 subscription revenue $2.360B, up 16% YoY; FY '26 subscription revenue $8.833B, up 14%. Q4 total revenue $2.532B, up 15%; FY total revenue $9.552B, up 13%.
Robust Backlog and Retention
12-month subscription revenue backlog (cRPO) $8.83B, up 15.8% YoY; total subscription revenue backlog $28.1B, up 12%. Gross revenue retention remained strong at 97%.
Healthy Profitability and Cash Generation
Q4 non-GAAP operating income $774M with a 30.6% non-GAAP operating margin; FY non-GAAP operating income $2.82B (29.6% margin). Q4 operating cash flow $1.28B; FY operating cash flow $2.94B, up 19%. FY free cash flow $2.78B, up 27%.
Active Share Repurchase and Strong Balance Sheet
Repurchased $1.5B of stock in Q4 and $2.9B for the full year; $2.9B remaining repurchase authorization; $5.4B in cash and marketable securities at year-end.
Significant AI Adoption and Commercial Momentum
Delivered 1.7 billion AI actions in FY '26 (organically developed). Q4 generated over $100M in new ACV from emerging AI products (growing >100% YoY); ARR from these AI solutions now >$400M.
Product Releases and Agent Momentum
12 new organically developed role-based agents moving into general availability; more than 400 customers already using agents. Self-Service Agent early access reduced HR case volume by ~25% and increased employee productivity by ~20%.
Sana Integration and Speed of Execution
Sana Core and Sana Enterprise moved to GA on Feb 15; Sana integrated into Workday stack and delivered from project start to GA in ~3 months.
Engineering Productivity Gains via AI
API development accelerated roughly 30x using AI tools; >75% of engineers using AI coding assistance; >50% of committed code AI-generated; 22% growth in engineering output over the last 6 months.
WDAY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WDAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $130.23 | $133.15 | +2.24% |
Nov 25, 2025 | $233.69 | $215.34 | -7.85% |
Aug 20, 2025 | $227.49 | $227.58 | +0.04% |
May 22, 2025 | $272.07 | $238.01 | -12.52% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Workday (WDAY) report earnings?
Workday (WDAY) is schdueled to report earning on May 21, 2026, After Close (Confirmed).
What is Workday (WDAY) earnings time?
Workday (WDAY) earnings time is at May 21, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WDAY EPS forecast?
WDAY EPS forecast for the fiscal quarter 2027 (Q1) is 2.52.
